Empowering financial firms through digital transformation

The Financial Services sector is facing unprecedented changes. To remain competitive, businesses are adopting Financial Services technology to enable digital transformation at a rapid rate. Recognising that technology plays a vital role in helping meet both customers’ expectations and challenging regulatory requirements, with resilience and determination Financial Services firms are embracing new business models that combine agility and security, putting trust at the core

The cloud is enabling a wave of innovation, empowering the Financial Services sector to create new value and discover new opportunities. With a combination of Microsoft solutions and expert advice, organisations can turn data into insight, transform ideas into action and turn change into opportunity

Incremental acquired Redspire in January 2021, expanding our capabilities in the financial services market and becoming one of the largest Microsoft Dynamics partners in the UK.

With our combined track record and expertise in helping Financial Services organisations, Incremental Group can help organisations improve operations and deliver products and services as effectively and efficiently as possible. We help our clients unlock new opportunities through innovative business models, deliver differentiated customer experiences across channels, products and services and redefine new ways of working.

Incremental Group works with the Financial Services sector to:

  • Reimagine and improve the customer experience
  • Accelerate growth
  • Modernise core systems
  • Enable a secure and productive workplace
  • Empower employees
  • Optimise operations
  • Control security and risk
  • Improve data management
  • Transform products
  • Drive digital processes

Financial Services Technology and Services

We offer a wide range of services across the Microsoft Dynamics suite as well as cloud, infrastructure, applications and Intelligence services. The primary service areas we offer for the financial services sector are:

  1. Microsoft Dynamics 365 for Customer Engagement
  2. Intelligence – Data and AI
  3. Cloud and App Development
  4. Dynamics 365 Business Central
  5. Dynamics 365 Finance and Supply Chain Management

“Incremental have been brilliant throughout the whole process. Implementing a new CRM system in a short time frame seemed like an impossible ask, but we were able to do it, and do it well, with the support of Incremental. The team always made time to answer questions, address issues and ensure we had everything that we needed.”

Ben Wilde
DCRM Product Owner, Capital International Group

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Incremental's Financial Services clients include:

View our Financial Services case studies >

Discover how we support our customers with financial services technology

CRM and Case Management

We help organisations in the Financial Services sector manage their products, customers and services with Microsoft CRM solutions. Microsoft has a number of products that are perfect for financial services organisations that can be used to driving value and helping you win more business.

At Incremental Group our CRM of choice is Dynamics 365 Customer Engagement. It delivers a great range of features with a familiar and adaptable user experience.

We are a Microsoft Gold Cloud CRM Partner with a large team of consultants across the UK that specialise in Dynamics CRM and Dynamics 365 Customer Engagement. We use our expertise to provide a CRM that delivers for your business and customers. We work with legacy Dynamics CRM systems to extend their life and help organisations embrace the newest in technology with Dynamics 365 Customer Engagement.

Dynamics 365 Customer Engagement: 2 hour Demo and Briefing

Our free demo and briefing will highlight the key functionality available from Microsoft Dynamics 365 Customer Engagement, and demonstrate the areas relevant to your organisation.

Set up your free D365 2 hour Demo and Briefing

Intelligence - Data and AI

We provide advanced data services, including practical applications of artificial intelligence (AI) and machine learning (ML) to enable your organisation to deliver a competitive advantage.

Incremental can help you to extract business value from your data from assisting with foundational data practices all the way to advanced descriptive, predictive and prescriptive analysis.

We also support businesses with data visualisation using Power BI.

Dynamics 365 Business Central

Dynamics 365 Business Central is perfect for small to mid-sized financial services organisations, such as financial advisers. Business Central is used to manage your entire finance and operations with capability for project management, project accounting and sales management.

Dynamics 365 Business Central is Microsoft’s leading solution for SMEs. It unifies ERP and CRM capabilities running your entire business with intelligent applications that work seamlessly together in the cloud. It also integrates with Windows, Office 365, Power BI and PowerApps.

Dynamics 365 Business Central offers a wide range of capability including: financial and accounting, operations, supply chain, CRM and project management. Dynamics 365 Business Central also integrates seamlessly with Dynamics 365 Customer Engagement.

What makes Dynamics 365 Business Central great for small and mid-sized financial service organisations is:

  • One central system to manage your entire business
  • Integration with your CRM allows you to manage interactions with your customers
  • It is flexible and can start as small as you need
  • It is a cloud first solution with no need for servers.
  • High level of security and access restrictions

Finance & Operations

We are a leading Microsoft Dynamics Gold Partner, and use our 20 years’ of expertise to drive digital transformation with Microsoft Dynamics 365, AX, NAV and GP solutions.  

Dynamics 365 for Finance and Operations unifies global financials and operations to empower people to make fast, informed decisions, and helps businesses adapt quickly to changing market demands and drive rapid business growth.  

Our free demo and briefing will highlight the key functionality available from Microsoft Dynamics 365 for Finance and Operations, and demonstrate the areas relevant to your organisation. 

Set up your free 2-hour D365 demo and briefing

Transform how you manage your products and customers with Dynamics 365

Discover our CRM services »